Attach Forms to Invoices

You have the ability to attach and remove attached forms from an invoice.

To attach forms to an invoice

1. Go to the Invoice Details page.

For more information, see Access the Invoice Details Page.

2. Click the Attached Forms tab.
3. Click Attached Forms.

The Attach Forms from [Project Name] filter displays.

4. Filter for the forms you want to see.

Results display in the table below.

5. Select the check box next to the form(s) you want to attach.
6. Click Attach.